EWA
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EP Wealth Advisors’s Halliburton HAL Stock Holding History

EP Wealth Advisors’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$882K Buy
22,628
+344
+2% +$11.9K ﹤0.01% 674
2025
Q4 		$630K Buy
+22,284
New +$588K ﹤0.01% 771
2025
Q2 		$246K Sell
12,050
-6,465
-35% -$136K ﹤0.01% 1135
2025
Q1 		$470K Buy
18,515
+6,835
+59% +$180K ﹤0.01% 732
2024
Q4 		$318K Sell
11,680
-1,977
-14% -$57.8K ﹤0.01% 850
2024
Q3 		$397K Buy
13,657
+5,918
+76% +$187K ﹤0.01% 761
2024
Q2 		$261K Sell
7,739
-227
-3% -$8.38K ﹤0.01% 688
2024
Q1 		$314K Buy
7,966
+1,089
+16% +$39K ﹤0.01% 613
2023
Q4 		$249K Buy
6,877
+110
+2% +$4.23K ﹤0.01% 670
2023
Q3 		$274K Sell
6,767
-93,233
-93% -$3.65M ﹤0.01% 575
2023
Q2 		$223K Buy
100,000
+92,652
+1,261% +$2.93M ﹤0.01% 629
2023
Q1 		$5.06M Buy
+7,348
New +$272K 0.09% 132
2022
Q3 		– Sell
-7,243
Closed -$227K – 448
2022
Q2 		$227K Buy
7,243
+631
+10% +$23.5K 0.01% 543
2022
Q1 		$250K Buy
+6,612
New +$214K 0.01% 522
2014
Q1 		– Sell
-110,698
Closed -$5.62M – 120
2013
Q4 		$5.62M Buy
110,698
+1,878
+2% +$97.1K 1.46% 31
2013
Q3 		$5.24M Sell
108,820
-7,085
-6% -$332K 1.65% 28
2013
Q2 		$4.84M Buy
+115,905
New +$4.84M 1.74% 28

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's HAL Position: Q1 2026 in Review

EP Wealth Advisors increased its Halliburton (HAL) stake by 1.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 22,628 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

EP Wealth Advisors first reported a position in HAL in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.62M in Q4 2013. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • EP Wealth Advisors held 22,628 shares of Halliburton worth $882K as of Q1 2026.
  • EP Wealth Advisors bought 344 Halliburton shares in Q1 2026, an estimated $11.9K.
  • Halliburton made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #674 holding.
  • EP Wealth Advisors first reported a position in Halliburton in Q2 2013 and has held it in 17 quarters since.
  • EP Wealth Advisors's Halliburton position peaked at $5.62M in Q4 2013.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.